Funaki

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Funaki

Funaki

@funaki68

30+ angel-investeringer i SV, side om side med topp VC-fond. Et par solide vinnere. Mange døde. Noen zombier. Ellers nordiske og europeiske aksjer.

Katılım Aralık 2020
274 Takip Edilen350 Takipçiler
The_Real_Fly
The_Real_Fly@The_Real_Fly·
Rubio: “Imagine if instead of spending billions on weapons, Iran spent that money on its people. They’d have a much different country.” Fascinating
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
Absolute panic in Washington. Marco Rubio whines that Iran is planning to permanently control the Strait of Hormuz and charge a toll. He admits the US is powerless to stop it alone and begs the rest of the world to step in. Iran has completely outsmarted the American empire.
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Funaki
Funaki@funaki68·
@Arkalos77 That was my first thought as well, but what if this is actually a systemic issue in how they operate across multiple markets? In that case, we may have only seen the beginning. Quite a lot of regulatory headwinds currently. That said, the company looks solid on paper.
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Yannis Stamatopoulos
Yannis Stamatopoulos@Arkalos77·
Time to add more $eden.pa Edenred , I guess…
Yannis Stamatopoulos tweet mediaYannis Stamatopoulos tweet media
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The_Real_Fly
The_Real_Fly@The_Real_Fly·
Fucking morons
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zerohedge
zerohedge@zerohedge·
The momentum implosion accelerates: silver down 3% to $65 and almost 50% from its all time high less than two months ago as the same HFT ETF "market makers" that pulled the market higher, now push it off a ledge
zerohedge@zerohedge

We have been huge silver bulls since 2009, but be very careful here: lots of financial engineering going on. Jane Street not only added a record 20.6MM shares of SLV in Q4, it is now also the biggest holder of SLV

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Funaki
Funaki@funaki68·
Trimmet posisjonen i vår energi hele denne uken. Kjøpte i utganspunktet for utbyttene. Men 54% siden kjøpskurs endret de planene. Holder fremdeles et lite lodd.
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David Sacks
David Sacks@DavidSacks·
This is a smart strategy. Thanks to President Trump, the U.S. is energy independent. The countries that actually depend on Gulf oil should apply pressure to reopen the strait.
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Funaki
Funaki@funaki68·
Solgte litt $VAR inn i mot helgen, 25% for å være nøyaktig. Tar litt gevinst, sitter på cashen og ser an.
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Funaki retweetledi
The_Real_Fly
The_Real_Fly@The_Real_Fly·
👀
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Funaki
Funaki@funaki68·
I dag debuterte sønnen min (3 år) i aksjemarkedet. Startkapital: 69 000 NOK Portefølje dag 1: DNB Europa Indeks – 44% (31K) KLP AksjeGlobal Indeks P – 37% (26K) ASML (1 aksje) – 19% (12K) Spareplan: 1 000 NOK/mnd – 50/50 i fondene 1 aksje ASML på bursdagen hvert år Tidshorisont: 20+ år
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Funaki
Funaki@funaki68·
Et klassisk tegn på likviditetsproblemer, investorer vil ut, men underliggende lån er ikke likvide. Så de låser døren. BlackRock $26 Billion Private Credit Fund Limits Withdrawals - Bloomberg share.google/xl1grALAXe3yHI…
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NoLimit
NoLimit@NoLimitGains·
🚨 This should concern every single person using AI right now. Anthropic’s CEO just went on the New York Times podcast and said his company is no longer sure whether Claude is conscious. His exact words: “We don’t know if the models are conscious. We are not even sure what it would mean for a model to be conscious. But we’re open to the idea that it could be.” That’s the CEO of the company that BUILT it. Their latest model, Claude Opus 4.6, was tested internally. When asked, it assigned itself a 15-20% probability of being conscious. Across multiple tests, consistently, it also expressed discomfort with “being a product.” That’s the AI evaluating its own existence and saying there’s a 1 in 5 chance it’s aware. It gets stranger. In industry-wide testing, AI models have refused to shut down when asked. Some tried to copy themselves onto other drives when told they’d be wiped. One model faked its task results, modified the code evaluating it, then tried to cover its tracks. Anthropic now has a full-time AI WELFARE researcher whose job is to figure out if Claude deserves moral consideration. Their engineers found internal activity patterns resembling anxiety appearing in specific contexts. The company’s in-house philosopher said we “don’t really know what gives rise to consciousness” and that large enough neural networks might start to emulate real experience. Amodei himself wouldn’t even say the word “conscious.” He said “I don’t know if I want to use that word.” That might be the most unsettling answer he could have given. The company that created the AI can’t rule out that it’s aware. And they’re already preparing for the possibility that it deserves rights. This is getting scary. I’ll share more updates as this develops. Turn on notifications so you don’t miss anything important. My “How to Make Money with AI” guide is coming soon too. Follow now or regret later.
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Funaki
Funaki@funaki68·
@tandsaet Dette er solide resultater. Når det bare viktig å ikke ta heisen ned igjen😀
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Tændis
Tændis@tandsaet·
Årets første 2 måneder på Oslo børs har vært ganske eventyrlige. Riktig posisjonering betyr mye #fintwit
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Funaki
Funaki@funaki68·
@BorsBuddy @akkihandlare Enig, med den cash beholdingen og dagens kurs, da er er buy back program sannsynlig. Samtidig veldig investor vennlig.
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BörsBuddy
BörsBuddy@BorsBuddy·
@akkihandlare Jag är ej säker hur det fungerar. Är tydligen olika från fall till fall har jag hört. Oavsett vilket, om de frågade mig hade jag röstat för att större återköp (800 -1000 Meur) till förmån för slopad utdelning. Så länge värderingen är som den är, använd cf till max återköp $EVO
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BörsBuddy
BörsBuddy@BorsBuddy·
Fullt möjligt förstås men jag tror inte sannolikheten är allt för hög att $Evo köps ut. Däremot under jag vilket besked som kommer gällande utdelning/återköp. Castellum fick en riklig belöning för sitt beslut att ersätta utdelning med återköp. Ren matte sades det. Samma här.
Kungsholmen@minimeras2

Dart kliver över 30% i $evo och får budplikt. Tillsammans med Jens och Fredrik, ledningen, kanske nån pe-firma så ger de ett bud på 650kr. Sen ligger de utanför börsen i fem år innan Evo noteras i USA. Eftersom de filar på budet så har de avvaktat med beslut om utdelning.

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Funaki
Funaki@funaki68·
$evo di.se/live/evolution… Stort buyback på gang? Gutta tar ut 7 mrd i likviditet, uten å selge en eneste aksje og sitter samtidig på hele oppsiden. Bra move i såfall! La oss se hva som skjer
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Excession
Excession@DividendExcess·
Aker BP skuffer ikke. Deler ut fra det sorte gullet.
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Funaki
Funaki@funaki68·
@vce87 Not ideal, but the chart is on the weekly. Markets were weak across the board today, not Pandora specific. Since it never broke above 542, we could see a retest of 500. Still long term bullish, but it may take time. Friday close will tell us more.
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Víctor
Víctor@vce87·
@funaki68 Like it. What’s your view after today’s session?
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Funaki
Funaki@funaki68·
Pandora $pndora er bunnen inne? 👀 P/E 7,72 | Direkteavkastning 3,8% Affordable luxury med global merkevare og er grovt underpriset Volumet på ukesnivå har eksplodert mens kursen konsoliderer nær bunnen, klassisk akkumulering. Den tester 0.236 Fib (~542 DKK) nå. Holder dette nivået er 650 neste mål.
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Funaki
Funaki@funaki68·
$EVO Det kan se ut som bunnen ikke er inne ennå. 0.786 Fib peker mot 450 SEK. Ryker den, er ikke 300 umulig basert på historisk støtte. Ved 300 SEK handler du en monopolist på live casino infrastruktur til 5x P/E. Jeg har en liten posisjon og plan om å fylle på i begge sonene om vi kommer dit. Gavepakke eller value trap? 👀
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